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If there is a need to remove an image from the Image Repository within the Output Documents, following the steps below will allow one to do that. Log in as an admin and open a draft version. Version Settings → Output Documents → Document Templates Open any document. Expand the Cover Page Widget Expand the Cover Image sub Widget Hover over the Image that you’d like to delete, hit the X and then confirm the deletion  See brief recording displaying this.  

When checking the Immediately present for approval to all levels checkbox, should all the approvers get the approval email at the same time?What will happen if I enable it?

DealHub provides multiple ways to manage contract edits, such as Playbook Questions with pre-approved clause substitutions and our native Online Redlining experience. However, some customers still rely on Microsoft Word for redlining and want to manage changes using Track Changes.That’s where our Offline Revisions workflow shines.We recommend having the seller or selling-side legal team download the DOCX contract from the DealRoom and share it with the buyer over email. The buyer can then redline the document in the familiar Word environment. After both parties reach agreement, the seller simply uploads the revised DOCX file back into the DealRoom.For best results: Disable buyer permissions to download or upload revision files, keeping version control with the seller. Pair this workflow with Signing State controls to maintain structure and prevent premature signing. If you need help setting this up, your Customer Success Manager is ready to assist.

A clickable button in DealHub helps users access resources while preserving their DealHub view. You can easily style this button to match your branding or workflow needs.Here are step-by-step instructions: 1. Button Code ExamplePaste this HTML block into a DealHub Text Answer field as Plain/Simple Text, then convert to Rich Text:text<p> <button style="font-size: 14px !important;min-width: 60px;outline: none !important;padding: .75rem 1rem !important;margin-right: .75rem;background-color: #32aed8;border: 0px solid #ccc;border-radius: 8px;"> <span> <a href="YOUR_PUBLIC_URL_HERE" target="_blank" rel="noopener noreferrer" style="color: #fff !important;">YOUR_BUTTON_TEXT_HERE</a> </span> </button> </p> Change YOUR_PUBLIC_URL_HERE to your public link and YOUR_BUTTON_TEXT_HERE to the button label. Important: Switching from Rich Text back to Plain/Simple Text will erase the HTML and its styles.   2. Button Design Options ExplainedEach design p

Hi Guys, can I ask some help here? When I do an Upsell by selecting an existing subscription line in DealHub, and increasing the quantity, does this update the existing subscription line in Salesforce? Or does it create a new line with the new values?

Hello, in a Multisystem setup, a product appearing multiple times even if its product assignment sits outside of the multi-system. How do I fix this?Ex. Product "Certified Migration Partner", shows twice even if it's presentation rule is outside the multi system.

Hi, do we have a way to capture the different address components on separate fields?

I’m trying to read Contacts from the Account Contact Relationship object in SFDC, how do I set it up in Dealhub?

You are able to edit the HTML of a question label. This can be useful for a header or a warning.   To do this configure the question label with the following html code:<font size=4 face="Arial" color=#2596be><b>Proposal Info </b></font>You can use color, font, size, italics and other HTML options. 

In partner levels tiers - do we have an option that the "Partner Program" will be selected automatically from a SF field?

Managerial Summary: The process takes product and shipping data from DealHub, transforms it into Avalara’s format, retrieves official tax calculations, and delivers line-level tax amounts back to DealHub in real time.Optional Middleware Tools: Make, Zapier, Workato, n8n, Celigo, etc. Trigger: Webhook from DealHubDealHub sends product and shipping data when a quote requires tax calculation. Step 1: Collect Product Data The middleware iterates through product line items (SKU, Name, Quantity, Net Price, Tax Code) and we can adjust the information coming out of DealHub.   Each line is formatted into Avalara’s expected JSON structure.  Step 2: Build Transaction Payload Customer and shipping address info is mapped from DealHub’s Webhook.   Product lines are aggregated into a single SalesInvoice request body.  Step 3: Send to Avalara AvaTax API call: /v2/transactions/create.   Avalara receives the invoice details, applies its tax rules, and returns calculated tax amounts per line.Step 4: Pars

Formatting troubles with your Word sub-doc template? Do your graphics and formatting look super sleek in Word, but once uploaded to DealHub and previewed in your proposal, they appear misaligned? Tip: Verify the margins on the Word doc and the DealHub editor are the same! This will prevent any misalignment or differences when viewing your template in DealHub and preserve your perfectly polished masterpiece. To check this, navigate to Version Settings > Output Documents > Document Templates > Select Your Template > Settings (top right). DealHub’s recommendation is to use: 80px for top and bottom margins and 60px for left and right margins. The table below converts pixels to inches and cm for Word margins. Pixels Inches Centimeters 80px 0.833 in. 2.1cm 60px 0.625 in. 1.6cm   

We have some signing rules in the system and there are multiple signers assigned to each rule. Is there system setting like one signature is ok or require signatures from all signers? ( Like the setting we have for rule based approvals require one or all). If not in this case would the system move deal to won if only 1 signer signs? Just trying to understand the behavior and the impact of multi-signers.Do all the signers needs to sign? Is one signature is enough for a deal to be considered as complete? Can we set the behavior of signature requirement as we do to approvers (all the signers or any of the signers)?

My client wants to write to custom object in HubSpot? Is this possible?

Hi, my client want’s to know if there is a limit to signatures in Dealroom?

This section outlines how DealHub calculates key revenue metrics—ARR (Annual Recurring Revenue), ACV (Annual Contract Value), and TCV (Total Contract Value)—based on product types and durations. These metrics are available out-of-the-box and can be used for display purposes or synced to your CRM. ARRARR focuses solely on predictable, recurring subscription revenue and excludes one-time product charges.Applicable to: Recurring products only Calculation basis: Product duration (in months) Not applicable to: One-time products  ACVACV includes prorated one-time fees, reflecting the full annualized value of a contract.Applicable to:One-time products (prorated annually)  Recurring products (based on contract duration in months)  TCVTCV reflects the total revenue expected over the full duration of the contract, inclusive of both recurring and one-time charges. Applicable to: All product types—recurring and one-time Calculation basis: Total revenue across the contract’s lifetime    Where to

When a customer upsells the same product within a billing period, I end up with 2 active rows in my subscription table. I have a "new quantity" column to track changes. What's the best way to make one of these duplicate product lines read-only to avoid confusion? 

Hi, can we read from the Contract Object in HubSpot? Or just Company and Deal?

Hey, I have a closed Deal in HubSpot and set it as Closed Won. Now the Sign Externally button is not visible in Dealhub, what can be done now to move the quote status to WON?

Hi!We are testing with a form in in our dealroom and I can’t figure out where the submitted information goes. I have tested everything & the form fields are linked to the respective playbook questions. Because of this I expect the submitted information to show up in the playbook as answers to the linked questions (see screenshot below). However, this doesn’t seem to be the case and I can’t find the information from the form submission anywhere.I have followed the documentation / DealHub knowledge base article step by step and this also didn’t change anything. Anyone here who can help me out? Thanks! 

I have a client that has multiple documents that require individual signatures. They are wondering if the signing of these multiple documents can be facilitated within the DealRoom?Example, Like the client needs to sign the following individuallyThe MSA The Contract The Terms of Usage / ServiceIf we support this how is this configured for each document? 

Hey everyone, I'm running into a confusing issue when trying to set up a new Price Book.Does anyone know why products are getting duplicated in Salesforce (SF) when I create a new Price Book? It seems like adding the Price Book entries is somehow triggering a duplicate Product record creation, which shouldn't happen. Any thoughts on potential triggers, like automation or specific settings I should check in our CPQ package?

My 'Premium Support' product's price needs to be a percentage of a subtotal, but that subtotal includes Add-on products that are already calculated as a percentage of other products (Subscriptions). Since standard Percent of Total (PoT) struggles with this nested structure, what is the specific Price Rule or PoT Scope setting required to correctly calculate this price hierarchy?

We have over 100 partners using DealHub CPQ and are looking for a strategy to eliminate their Salesforce Partner Community licenses entirely to reduce costs. The requirement is that these partners must still be able to generate quotes in DealHub, which requires syncing data back to our SFDC org. Have any teams successfully leveraged a dedicated PRM like Vartopia or MindMatrix to create a "headless" CPQ access point that bypasses the need for costly SFDC user licenses?

Is there a way to mass backfill the new Partner and Special Discount fields from our data warehouse (DH) onto previously Closed Won Opportunities in Salesforce (SFDC)? We need a report to capture this historical data, but the core challenge is updating these old records. Any best practices or known tools for this type of historical data sync?